Snapshot from Aug 04, 2026 at 07:00 UTC. For live data and tracking: View Live
Events / Technology / India data centre capacity to surge...
Tech market forecast

India data centre capacity to surge to 12 GW by 2030

Analysis based on 6 articles · First reported Jul 27, 2026 · Last updated Aug 02, 2026

Sentiment
70
Attention
4
Articles
6
Market Impact
General
Live prominence charts, article sentiment distribution, and event development timeline available on the Ergen Dashboard
Market Impact

The report signals a major infrastructure investment opportunity in India's data centre sector, likely boosting demand for power, cooling, and construction services. It may positively impact renewable energy providers and data centre operators, while highlighting power and water constraints as key risks.

Data Center Cloud Computing Renewable Energy
Event Summary

Wood Mackenzie released a report projecting India's operational data centre capacity to grow from 2.2 GW in 2025 to 12 GW by 2030, a CAGR of about 40%. AI-dedicated capacity is expected to expand nearly 24-fold to 6,546 MW by 2030. The growth is driven by AI adoption, hyperscale cloud investments, and India's digital economy, valued at Rs 32 trillion in 2025. Data centre electricity demand is forecast to grow 20-fold to 191 TWh by 2040, accounting for 7% of total electricity demand. Power reliability has become the primary constraint, with captive generation and renewable PPAs preferred. India — Maharashtra and India — Tamil Nadu currently hold 65% of installed IT load, with expansion expected in India — Andhra Pradesh, India — Telangana, India — Uttar Pradesh, and India — Karnataka. Global hyperscalers like Amazon — Amazon Web Services and Alphabet Inc., along with domestic operator AdaniConneX (2.6 GW pipeline), are investing. Water availability is an emerging risk, especially in water-stressed states. Minister Shripad Naik projected AI data centres could add 26.3 GW of power demand by 2031-32.

Key Actions
80 Wood Mackenzie released report
70 Shripad Naik projected power demand India
60 AdaniConneX announced pipeline
Entities Involved
cnt
India
India is the focal market, with projected capacity growth and digital economy expansion. The report highlights India as a top investment destination in Asia-Pacific, potentially attracting capital and improving its infrastructure competitiveness.
Importance 100.0 Sentiment 80.0
priv
Wood Mackenzie
Wood Mackenzie authored the report, establishing itself as a key source of market intelligence. The report's positive outlook enhances its credibility and influence in the sector.
Importance 100.0 Sentiment 70.0
priv
AdaniConneX
AdaniConneX announced a 2.6 GW development pipeline, positioning itself as a leading domestic operator. The growth forecast directly benefits its expansion plans.
Importance 75.0 Sentiment 80.0
subs
Amazon — Amazon Web Services
AWS is a major hyperscaler investing in India's data centre market, benefiting from the growth. Its commitments in emerging states position it to capture rising demand.
Importance 70.0 Sentiment 75.0
stock
Alphabet Inc.
Alphabet Inc. is another key hyperscaler expanding in India, aligning with the projected growth. Its investments support its cloud and AI services in the region.
Importance 70.0 Sentiment 75.0
loc
India — Maharashtra
India — Maharashtra currently holds a large share of installed IT load, benefiting from existing infrastructure. It remains a key hub for data centre growth.
Importance 60.0 Sentiment 70.0
loc
India — Tamil Nadu
India — Tamil Nadu is a major data centre hub but faces water stress, which could constrain future growth. Its role is significant but with emerging risks.
Importance 60.0 Sentiment 65.0
loc
India — Karnataka
India — Karnataka is an emerging market but faces water stress, similar to India — Tamil Nadu. Its growth potential is balanced by resource constraints.
Importance 50.0 Sentiment 65.0
per
Shripad Naik
Minister of State for Power projected AI data centres could add 26.3 GW of power demand by 2031-32, underscoring the grid impact. His statement adds policy context.
Importance 50.0 Sentiment 60.0
loc
India — Andhra Pradesh
India — Andhra Pradesh is an emerging market attracting hyperscaler investments, expected to benefit from the expansion. Its growth potential is high.
Importance 50.0 Sentiment 70.0
loc
India — Telangana
India — Telangana is another emerging state attracting data centre investments, with potential for significant growth.
Importance 50.0 Sentiment 70.0
loc
India — Uttar Pradesh
India — Uttar Pradesh is an emerging market for data centres, expected to see increased investment and capacity growth.
Importance 50.0 Sentiment 70.0
per
Souhardya Pal
Souhardya Pal, Research Associate at Wood Mackenzie, is a spokesperson for the report. His comments highlight the investment thesis, but he has no direct market role.
Importance 40.0 Sentiment 60.0
per
Rashika Gupta
Rashika Gupta, Vice President of Research, emphasized power as the key constraint. Her insights influence developer strategies but she is not a market participant.
Importance 40.0 Sentiment 60.0
Relationships
India related ↔ Wood Mackenzie
India related ↔ AdaniConneX
India related ↔ Amazon — Amazon Web Services
India related ↔ Alphabet Inc.
AdaniConneX related ↔ Alphabet Inc.
Amazon — Amazon Web Services related ↔ Alphabet Inc.
ERGEN INTELLIGENCE
Track this event live

Set up alerts, explore entity relationships, search across thousands of events, and build custom intelligence feeds.

Open Dashboard

About Ergen

Ergen is a news intelligence platform that converts raw news articles into structured data. It tracks events, entities, and the relationships between them, with sentiment and attention metrics derived from thousands of articles. Pages on this site are daily static snapshots from the platform's live database. For real-time tracking, search, and alerts, the full dashboard is at app.ergen.ai.